Elevation Series Trust - SRHQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SRH ADVISORS, LLC | History | No change | 4,308,340 | 170,714 | 49.16% | 48.62% | 1 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 34,739 | 1,376 | 0.0% | 0.0% | 2 | +256 | 0.74% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Added to | 10 | 0 | — | — | — | +7 | 233.33% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |